Retirement Plans
Comprehensive Plan Design
Affiliations & Credentials
Strategic plan design drives better outcomes for owners and employees
Retirement plans are not one-size-fits-all. Some businesses prioritize maximizing tax efficiency for owners, while others focuson incentivizing employee participation or attracting top talent. Our approach is to identify your goals and design a plan tailored to your needs.
FBG specializes in helping companies create thefollowing types of retirement plans:
- 401(k) plans
- 403(b) plans
- 457(b) and 457(f) plans
- Defined benefit plans
- Prevailing wage plans
- Profit sharing plans
- Multiple employer plans(MEPs)
- Nonqualified plans
- ESOP
- KSOP
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FAQ
Your questions, answered.
FBG provides workplace financial education virtually and on-site, including group meetings, one-on-one support, and access to personalized financial planning for all employees. Employees are also provided with access to Estate Planning resources and can get a Will for zero cost!
Yes, every FBG client can expect to work with a CERTIFIED FINANCIAL PLANNER™ professional who is held to rigorous ethical and fiduciary standards, ensuring your individual financial goals and wealth management needs are always the priority.
FBG constructs various institutional plan structures tailored for efficiency and tax health, including:
- 401(k), 403(b), and 457 plans
- Cash Balance plans
- Endowments/Foundations
- Prevailing Wage plans
FBG believes that consulting compensation should correspond solely to the value added rather than fluctuating with market and contribution growth. They offer clients the option to be billed on a flat-dollar basis rather than strictly using variable consulting fees that rise automatically as more funds are contributed to a plan.
Unlike many firms driven by sales quotas, FBG prioritizes client service by limiting the size of each advisor's practice. They operate under a 24-hour response commitment and challenge industry norms- such as the over-reliance on Target Date Funds—to provide truly personalized financial advice.